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Critical Topics to Effectively Expand Your Client Conversations

Estate planning and elder law is closely related. However, there are planning opportunities that are often overlooked by attorneys when a client books an appointment to create a “simple” will or update their planning documents.

This session will cover critical topics estate planning and elder law attorneys should be discussing with every client..

Valerie Peterson, J.D. also covers:

  • How to offer solutions to clients who need specialized planning due to their age or health needs.
  • How to offer solutions to clients without giving away free legal advice.

Webinar Recorded: April 8, 2021
Presenter: Valerie Peterson, J.D
Duration: 58 minutes

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